Branch Relationship Officer Job (0-4 yrs)

IBG FINCON SOLUTIONS PVT. LTD. – Maharastra

Insurance, marketing, Micro finance, Direct Sales

Job Description Job Title : BRANCH RELATIONSHIP OFFICER Location: Daund / Solapur /Hadapsar *MALE CANDIDATES ONLY Purpose of the Job: Generating Leads /New Business Sourcing /Sales Self Deliverables The most important tasks performed on an individual basis without involving subordinates are: Sourcing Customers: RO is responsible for meeting with prospects, understanding their needs,generating leads, following up the leads for interested prospects Required process: RO is responsible for filling Application form of interested customer; for required KYC documents; verifying the KYC documents; analyses of customer’s business and their business/personal needs Login Forms: RO is responsible for login the application form on time with complete set of documents with IP. Document check (As per KYC Guideline): RO is responsible for completing the document check and verify all the documents provided by the customer to ensure that meet the KYC guidelines, before it dispatched. Schedule visits of all Customers Makes minimum 10 Cold calls/New Calls a day Gathering and building references from existing customers Has a productive pipeline Ensure logins to conversion ratio is maintained at 75 Pre – screening of documents before login Following up to ensure disbursals of all the cases. Responsibilities Responsible for NTB Financial Planning Account & Cross Sales Responsible for acquisition through direct sales to walk-in as well as referrals from walk-in customers To coordinate with Direct Sales Team for new to business account acquisition Establishing relationship with existing customers who walk-in, through cross sell of all products and services To provide product Support to ensure that sales targets by branch and through direct sales teams are met Review daily visit and daily lead report. Handling account attrition & closures Other daily duties with include: Setting up meetings with new clients Research on notifications on govt. rules & regulations Looking for new sales opportunities Behavioral competencies: Extremely disciplined and process – oriented Able and willing to spend majority of time in the field Ability to work with minimal direction(“self – starter”) Good Communication skill Demonstrated Potential to take initiative in building a growing customer base and team Target oriented High Flexibility Ability to perform under pressure Result & achievement orientation Expertise required Domain Knowledge: Ability to read and write in regional language; Knowledge of English a bonus Prefer Individuals who own bikes with Driving License Retail Market Knowledge Cross selling & FPA Product Understanding Conscientiousness & Follow - up Fundamental legal documentation understanding To be successful in this job, you need to have: Excellent communication & listening skill The ability to explain complex information clearly & simply Good sales & negotiation skills An interest in financial products & markets Good mathematical & computer skills An honest & trustworthy manner Attention to detail The ability to analyze & research information Ensure documentation is in place before sending the AOF for Login, with reviews done periodically on the documentation, besides ensuring dispatch of the physical file Ensure the completed document is moved into the operational Queue No. of year of relevant experience: Fresher’s may be taken. However experienced candidates will be preferred with exp in sales and Marketing like financial services, Banking. Any Specific specialization/Education: Candidate must possess a Graduate Degree/Post Graduate Degree/MBA/PGDBA/PGPM in Finance/Accountancy/Banking or equivalent, Preferably Managers specializing in Banking/Financial Services or equivalent. Job role in Retail Banking/Branch Operation or Financial Planning/Wealth Management